The Growth Trust for Charities aims to provide long-term capital growth by investing mainly in UK equities. The Manager aims to outperform the FTSE All Share Index on a total return basis after costs over rolling five year periods. Whilst increasing the capital value is the purpose of the fund, an income yield of about that of the FTSE All Share Index is targeted. Please read the risk warning.

The Equity Income Trust for Charities primarily aims to provide a high and steady level of income by investing mainly in UK equities, targeting a yield of 30% in excess of the FTSE All Share Index. The portfolio will be managed, where possible, to increase the income distribution over time. The secondary target is to provide capital growth in order that the Manager outperforms the FTSE All Share Index on a total return basis after costs over rolling five year periods. Please read the risk warning.

The Income Trust for Charities aims to provide a high and steady level of income through investing mainly in UK government and other fixed interest securities, or derivatives thereof. The Manager aims to outperform the FTSE All Stocks Index on a total return basis after costs over rolling five year periods. Please read the risk warning.

Increasingly UK charities are seeking an absolute return approach which offers the potential for improved overall performance whilst simultaneously mitigating the risk. As such, they are looking at alternative investments which provide a diversified and uncorrelated return to equities and bonds. This investment practice is already mainstream in North America. One of our CIFs, The Absolute Return Trust for Charities, was launched specifically to cater for this need and is the first such fund to be available to charities. Aside from the conservative nature of the funds selected, there are various other features designed particularly for the charity market. The minimum investment is relatively low at £50,000, there is a monthly currency hedge back into sterling and a distribution class is available, a highly unusual feature in the hedge fund world.

The Manager is advised by leading hedge fund specialist, Fauchier Partners. The investment objective is to generate absolute total returns of one-month LIBOR plus 4% per annum, net of fees, over rolling five-year periods. Please read the risk warning.

The Multi-Strategy Property Trust for Charities (MSPTC) is an innovative product that can be differentiated in the market place and within the CIF universe. It has been designed to assist charities desiring a real yield plus capital growth and to tackle the discrepancy between the demand for property and its availability.

The MSPTC aims to provide charities with a strategic allocation to a diversified portfolio of primarily UK commercial property assets. Through the implementation of stock selection and asset management skills the Trust will be underpinned by an attractive and stable income stream, combined with the prospect for capital growth.

The manager is advised by Cornerstone Real Estate Advisers (formerly Protego Real Estate Investors). The MSPTC has a total return objective to deliver 8% per annum net of costs. Please read the risk warning.